See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,213 | $107,334-10.4% | $92,893+3.6% | $152,861-37.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 66.30% | 145.58%-79.3pp | 109.41%-43.1pp | 345.32%-279.0pp |
| Employer contribution / active EE | $4,460 | $4,221+5.7% | $3,653+22.1% | $4,762-6.3% |
| Participant deferral / active EE | $8,841 | $4,845+82.5% | $4,236+108.7% | $5,850+51.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |